Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$863,625
+$321,390 QoQ
Shares Held
7,640
+54.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#431
of 945 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EP Wealth Advisors, LLC holds $196,573,257 across 30 Utilities - Regulated Electric names. AEE ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
736,854 | $64,673,675 | |
| 2 | XEL |
Xcel Energy Inc
|
613,442 | $49,259,392 | |
| 3 | SO |
Southern Co
|
491,161 | $47,009,019 | |
| 4 | DUK |
Duke Energy CORP
|
40,955 | $5,184,083 | |
| 5 | AEP |
American Electric Power Co Inc
|
34,286 | $4,690,667 | |
| 6 | DTE |
Dte Energy Co
|
28,844 | $4,394,960 | |
| 7 | ED |
Consolidated Edison Inc
|
20,311 | $2,247,005 | |
| 8 | ES |
Eversource Energy
|
28,925 | $2,090,409 |
All Filings in AEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,625 | 7,640 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $542,235 | 4,933 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $377,570 | 3,781 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $336,812 | 3,507 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $288,148 | 2,870 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $201,634 | 2,262 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $286,256 | 3,273 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||